ACM

Anfield Capital Management Portfolio holdings

AUM $317M
1-Year Est. Return 19.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$9.02M
3
+$7.28M
4
MBB icon
iShares MBS ETF
MBB
+$3.68M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.41M

Top Sells

1
+$2.83M
2
+$1.84M
3
+$1.54M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.52M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.51M

Sector Composition

1 Financials 2.92%
2 Real Estate 1.67%
3 Technology 1.57%
4 Consumer Discretionary 0.29%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-1,469
177
– –
-104
178
– –
-44
179
– –
-142
180
– –
-200
181
– –
-522
182
– –
-50
183
– –
-210
184
– –
-45
185
– –
-235
186
– –
-23
187
– –
-1,600
188
– –
-675
189
– –
-359
190
– –
-34
191
– –
-285
192
– –
-3,350
193
– –
-1,530
194
– –
-24
195
– –
-435
196
– –
-4
197
– –
-2,085
198
– –
-35
199
– –
-1,011
200
– –
-530
6 7
8
9 10